Old North State Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    wilmington, NC
  • Num holdings

    123

  • Value ($000)

    $213,757

  • Date Filed
    10/17/2025
  • Form type
    13F-HR
  • CIK
    0002041262
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$12.78M
6 %

25,419

A
AAPL

APPLE INC

COM
037833100
$8.03M
4 %

31,459

A
AMZN

AMAZON COM INC

COM
023135106
$7.80M
4 %

35,540

C
CVS

CVS HEALTH CORP

COM
126650100
$7.26M
3 %

96,191

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.65M
3 %

35,629

F
F

FORD MTR CO

COM
345370860
$6.48M
3 %

541,476

M
MHO

M/I HOMES INC

COM
55305B101
$6.46M
3 %

44,741

G
GILD

GILEAD SCIENCES INC

COM
375558103
$6.06M
3 %

54,567

H
HII

HUNTINGTON INGALLS INDS INC

COM
446413106
$5.25M
3 %

18,194

E
ET

ENERGY TRANSFER L P

COM UT LTD PTN
29273V100
$5.10M
2 %

297,005

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